Raymond James is a diversified financial services holding company that was founded in 1962. The company provides financial services to corporations, municipalit
Program Consultant
Location
Florida
Posted
4 days ago
Salary
0
Seniority
Senior
Job Description
Program Consultant
Raymond James
Title: Team Growth Program Consultant Location: FL - Saint Petersburg Job Description: time type Full time job requisition id R-0011272 Job Description Summary Job Description Under limited supervision, the Team Growth Consultant (TGC) uses specialized knowledge and skills obtained through experience, education, and/or training to partner with financial advisors who have a Team Growth Advisor (TGP candidate) on their team. The TGC ensures successful integration, role clarity, and consistent execution of the Team Growth Program (TGP) curriculum. The TGC operates at the intersection of advisor accountability, team adoption, and program execution—ensuring the Team Growth Advisor is utilized as intended, the advisory team fulfills its commitments to support the role, and the TGP curriculum is executed consistently and effectively. This role works in close partnership with the Advisor Development Coach (ADC), who is responsible for coaching and development of the TGP participant. The TGC serves as a strategic accountability partner and implementation leader, driving alignment between the advisor, the TGP role, and program expectations. This role ensures that Team Growth Advisors are developed beyond initial role execution into revenue-contributing business growth drivers who support the advisory team’s long-term growth goals, scalability, and succession strategy. Essential Duties and Responsibilities: - Hold financial advisors accountable for adopting the Team Growth model meeting program requirements and fulfilling their commitments to the success of the Team Growth Advisor (TGP participant) - Drive behavior changes by ensuring advisors focus on team-based growth and delegation models - Identify and address advisor behaviors that limit the TGP Advisor’s ability to gain experience, build relationships, and contribute to growth - Facilitate direct, solution-oriented conversations to resolve misalignment between advisor intent and actual team behaviors - Ensure advisors create meaningful opportunities for the TGP Advisor to develop necessary advisor skills and participate in client engagement and business development - Ensure successful onboarding and role clarity for the Team Growth Advisor, including defined expectations, responsibilities, and success metrics - Drive progression of the TGP Advisor from initial integration to active participation in client relationships and business development activities - Monitor developmental progress in alignment with the TGP curriculum and identify gaps between training and real-world application - Intervene when barriers to success arise, including lack of access, unclear expectations, or inconsistent team support - Reinforce clear standards for what it means to be a productive, growth-oriented team member - Ensure consistent execution of the Team Growth Program (TGP) curriculum within the advisory team environment - Translate curriculum requirements into observable behaviors, activities, and measurable outcomes - Monitor adherence to program milestones, activity expectations, and development benchmarks - Identify breakdowns between curriculum intent and actual execution, and drive corrective action in partnership with the advisor and ADC - Reinforce application of learned skills in live client, prospecting, and team scenarios - Partner closely with the ADC to deliver a cohesive and aligned development experience for the TGP participant - Maintain clear role distinction between the ADC: skill development, coaching, and curriculum progression and the TGC: advisor accountability, team environment, and real-world execution - Share insights on TGP Advisor readiness, team dynamics, and barriers to progress - Align on intervention strategies when performance, engagement, or execution gaps emerge - Participate in key checkpoints and progress reviews to ensure coordinated support and consistent messaging - Work with advisory teams to define and reinforce roles, responsibilities, and workflows that incorporate the TGP Advisor - Ensure team structure and operating model support scalability, capacity creation, and growth - Facilitate alignment on client segmentation, coverage models, and delegation strategies - Identify and address inefficiencies or structural barriers that prevent effective team-based execution - Promote team behaviors that enable the TGP Advisor to contribute meaningfully and build long-term value - Establish and track key indicators of success, including: TGP Advisor progression to client-facing and business development activity, advisor adoption of delegation and team-based growth behaviors, and execution of TGP milestones and curriculum requirements - Evaluate outcomes against defined goals and intervene when progress is off track - Provide structured feedback to advisors, ADCs, complex and divisional leadership on performance, risks, and opportunities - Document trends, challenges, and best practices to inform continuous improvement of the program Knowledge, Skills, and Abilities: Advanced knowledge of: - Financial Markets and Products - Concepts, principles and practices of the financial services industry. - Performance or actions necessary for advisors to integrate a new team member. - Working structure, policies, mission and strategies of the organization. - Operational processes and procedures of assigned functional areas for TGP participant. - Team-based advisory business models and scaling strategies - Advisor behavior change and adoption challenges - Coaching methodologies and adult learning principles - Practice management concepts (applied specifically to team growth, not broad consulting) Advanced skill in: - Utilizing training materials and learner information. - Responding to learner needs for clarification or feedback. - Delivering personalized coaching that supports achievement of desired outcomes. - Providing positive reinforcement and motivational incentives. - Evaluating learner performance and reporting evaluation information. - Use of various media and sophisticated classroom AV equipment. - Operating standard office equipment and using required software applications. - Strong accountability coaching (comfortable challenging senior advisors) - Facilitation of difficult conversations and behavior change - Systems thinking (connecting role, team, and program) - Collaboration across multiple stakeholders (advisor, ADC coach, leadership) - Observation and diagnosis of team dynamics and execution gaps Ability to: - Communicate effectively, both orally and in writing. - Work collaboratively within a team environment. - Maintain currency in sales and industry issues, procedures, training techniques and methodologies. - Establish and maintain effective working relationships. - Incorporate needs, wants, and goals from different business unit perspectives in training programs. - Attend to detail while maintaining a big picture orientation. - Read, interpret, analyze, and apply information from evaluations of training programs. - Interpret and apply policies and identify and recommend changes as appropriate. - Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. - Handle stressful situations and provide a high level of customer service in a calm and professional manner. - Influence without direct authority - Balance support and accountability effectively - Translate program design into real-world execution - Identify and address root causes—not just symptoms - Operate with urgency when risk to TGP success is identified Educational/Previous Experience Requirements: - Bachelor’s degree (B.A.) in a related discipline and a minimum of five (5) years of successful experience related in coaching, consulting and training experience in a financial services environment. ~or~ - An equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications: - Ability to obtain Certified Corporate Coach (CCC) or applicable coaching designation within 1 year. - Ability to obtain FINRA Series 7 License within six (6) months. We highly prefer candidates that have already obtained the Series 7. Education Bachelor’s: Business Administration, Bachelor’s: Education, Bachelor’s: Human Resources Management Work Experience General Experience – 10 to 15 years Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JM1
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Business Advisor
Western Nevada CollegeEstablished in 1971, Western Nevada College - WNC is a comprehensive community college that has worked to help students earn an exceptional college education, prepare for careers,
Title: Green Business Advisor Location: WNC - Carson City Job Description: Thank you for your interest in employment with our institution. We want your application process to go smoothly and quickly. We ask that you keep in mind the following when completing your application: - Once you start the application process, you cannot save your work. Please ensure you have all required attachment(s) available to complete your application before you begin the process. - Required attachments are listed below on the posting.Your application will not be considered without the required attachments. Western Nevada College (WNC) is seeking a part-time, remote Green Business Advisor to support the Nevada Green Business Network (NVGBN), a free statewide program that helps small and medium-sized businesses reduce costs, conserve resources, and achieve green certification. The Green Business Advisor will work closely with the Green Business Program Coordinator to recruit, advise, and certify businesses in Northern Nevada, with a focus on high-impact sectors such as auto repair shops and breweries. This position blends sustainability advising, business outreach, technical assistance, and relationship-building. This is a grant-funded, part-time position for the 2025-2027 grant period. Some on-the-job training will be provided. Key Responsibilities: Business Recruitment & Outreach - Conduct targeted outreach to small and medium-sized businesses in Northern Nevada - Recruit new program participants, particularly in automotive and brewery sectors - Represent the program at community events, business expos, and partner meetings - Deliver presentations to chambers, industry associations, and trade groups Green Certification & Technical Assistance - Guide businesses through Nevada Green Business certification requirements - Conduct site visits to verify that all green criteria are met - Support businesses in implementing sustainability measures and purchasing policies - Track certification progress and documentation Program Systems & Data Management - Learn and utilize GreenBizTracker to manage business records and certification status - Maintain accurate documentation and reporting for grant compliance - Collect environmental outcomes from businesses for NVGBN’s annual impact report Peer-to-Peer Network Engagement - Help coordinate and manage peer networking opportunities (virtual and in-person) - Support development of sector-specific roundtables (e.g., auto shops, breweries) Event & Program Support - Assist with tabling, outreach campaigns, and community visibility - Support marketing and communications initiatives as needed Hiring Supervisor: If you have questions about this role or would like to check on the status of an application, please contact the hiring supervisor/department: - Erica Gallegos: erica.gallegos@wnc.edu or (775) 445 4423 Qualifications: Required: - Bachelor’s degree in sustainability, environmental science, business, public administration, or related field (or equivalent experience) - 2+ years of professional experience in sustainability, energy efficiency, environmental programs, or small business support - Valid driver’s license and ability to travel locally in Northern Nevada Preferred: - Familiarity with small business operations - Knowledge of energy efficiency, waste reduction, or LEAN manufacturing - Experience working with automotive, manufacturing, brewing, or food production sectors - Experience delivering workshops, presentations, and/or one-on-one advising - Bilingual (English/Spanish) a plus Compensation: $32 an hour. No Full-Time Equivalent 48.8% Required Attachment(s) - Resume Posting Close Date Note to Applicant TITLE IX STATEMENT WNC is committed to providing a place of work and learning free of discrimination on the basis of a person’s age (40 or older), disability, whether actual or perceived by others (including service-connected disabilities), sex (including pregnancy or related conditions), military status or military obligations, sexual orientation, gender identity or expression, genetic information, national origin, race (including hair texture and protective hairstyles such as natural hairstyles, afros, bantu knots, curls, braids, locks and twists), color, or religion. WNC does not discriminate on the basis of sex in any education program or activity that it operates. The college's commitment to nondiscrimination in its education programs and activities extends to applicants for admission and employment. Inquiries concerning the application of these provisions and/or questions as to how to file a complaint of unlawful discrimination may be referred to WNC's Civil Rights Specialist & Title IX Coordinator: Victor Navarro at TitleIX@wnc.edu or (775) 445-4235 Western Nevada College 2201 West College Parkway Bristlecone Building, Room 154 Carson City, NV 89703 Applicants should fully describe their qualifications and experience with specific reference to each of the minimum and preferred qualifications. The search committee will use this information during the initial review of application materials. This position may require that a criminal background check be conducted on the candidate(s) selected for hire. HR will attempt to verify academic credentials upon receipt of hiring documents. If the academic credentials cannot be verified, HR will notify the faculty member that an official transcript of their highest degree must be submitted within thirty days of the faculty member’s first day of employment. References will be contacted at the appropriate phase of the recruitment process. As part of the hiring process, applicants for positions in the Nevada System of Higher Education may be required to demonstrate the ability to perform job-related tasks. For positions that require driving, evidence of a valid driver's license will be required at the time of hire and as a condition of continued employment. All document(s) must be received on or before the closing date of the job announcements (if a closing date is provided). Schedules are subject to change based on organizational needs. Western Nevada College does not sponsor Visas. All applicants must be eligible to work in the United States, without sponsorship, at the time of hire and as a condition of continued employment.
Compensation & Benefits Consultant
ValueNetBei ValueNet fördern wir aktiv Vielfalt und Chancengleichheit. Wir laden Menschen aller Hintergründe ein, sich zu bewerben – unabhängig von Hautfarbe, Nationalität, Religion, Weltanschauung, sexueller Orientierung, Geschlechtsidentität, Alter oder Behinderung. Denn Vielfalt bereichert unser Team und schafft Raum für Innovation und gemeinsame Erfolge. Nachhaltigkeit ist für ValueNet mehr als ein Wort – sie ist fester Bestandteil unseres Handelns, unserer Produkte und Dienstleistungen. Begeisterung, Vertrauen, Mut und Verantwortung prägen unsere Kultur. Wir setzen uns aktiv für ein inklusives Umfeld ein, das die Individualität jedes Einzelnen respektiert und unsere gemeinsamen Ziele stärkt.
Role Description Du liebst es, Menschen zusammenzubringen, zuzuhören und echte Verbindungen aufzubauen? Du möchtest nicht nur Kund*innen betreuen, sondern sie begeistern – mit individuell passenden Lösungen, echter Wertschätzung und einem offenen Ohr? Dann findest du bei uns den richtigen Platz! In dieser Rolle gestaltest du aktiv das Kundenerlebnis mit – persönlich, strategisch und mit ganz viel Herz. Du bist das Bindeglied zwischen unseren internen Teams und unseren Kund*innen, entwickelst gemeinsam neue Ideen und sorgst dafür, dass unsere Benefit-Lösungen nicht nur gut klingen, sondern im Alltag wirklich etwas bewegen. Werde Teil unseres engagierten Teams und hilf uns dabei, Unternehmen und ihre Mitarbeiter glücklich zu machen – mit Empathie, Kreativität und echter Begeisterung für das, was du tust! Qualifications - Abgeschlossene kaufmännische Ausbildung oder vergleichbarer Abschluss - Mehrjährige Berufserfahrung – idealerweise im Großkundenmanagement, Projektmanagement oder Customer Success Management - Ausgeprägte Kunden- und Serviceorientierung - Empathie, sicheres Auftreten und Durchsetzungsvermögen - Klare, überzeugende und präsentationsstarke Kommunikation - Eigenverantwortliches, lösungsorientiertes und strukturiertes Arbeiten - Hohe Organisationstalent und fundiertes kaufmännisches Know-how - Verhandlungssichere Deutsch- und Englischkenntnisse - Solide Projektmanagementkenntnisse und Affinität zu technischen Themen Requirements - Kunden-Schnittstelle & Beziehungsmanagement: Zentrale Schnittstelle zwischen internen Abteilungen und Kunden, Pflege langfristiger Kundenbeziehungen durch regelmäßigen Austausch - Bedarfsanalyse & Kundenzufriedenheit: Erkennen der individuellen Bedürfnisse von Kunden und deren Mitarbeitenden, aktive Sicherung der Zufriedenheit und Bindung - Informations- & Kommunikationsmanagement: Kunden über neue Benefits, Entwicklungen und Optimierungsmöglichkeiten kontinuierlich auf dem Laufenden halten - Produktentwicklung & Innovation: Weiterentwicklung des bestehenden Benefit-Portfolios, Implementierung innovativer Bonusmodelle, Gestaltung maßgeschneiderter Programme - Strategische Beratung & Systemanalyse: Strategische Beratung der Kunden, Analyse bestehender Benefit-Systeme, Entwicklung zukunftsfähiger Lösungen zur Steigerung der Mitarbeiterzufriedenheit Benefits - Flexible Arbeitszeiten, modernes Büro auf Fuerteventura oder remote auf den kanarischen Inseln - Workation mit Extras: Bis zu 4 Wochen EU-Workation pro Jahr – inkl. Flug & Unterkunft bei Wahl des Standorts München - Faire Konditionen: 30 Urlaubstage, unbefristeter Vertrag & private Zusatzkrankenversicherung - Attraktive Vergütung: Überdurchschnittliches Gehalt im Landesvergleich - Einfacher Start: Unterstützung bei der NIE-Nummer & Behördengängen und ein herzliches Team vor Ort Company Description Bei ValueNet fördern wir aktiv Vielfalt und Chancengleichheit. Wir laden Menschen aller Hintergründe ein, sich zu bewerben – unabhängig von Hautfarbe, Nationalität, Religion, Weltanschauung, sexueller Orientierung, Geschlechtsidentität, Alter oder Behinderung. Denn Vielfalt bereichert unser Team und schafft Raum für Innovation und gemeinsame Erfolge. Nachhaltigkeit ist für ValueNet mehr als ein Wort – sie ist fester Bestandteil unseres Handelns, unserer Produkte und Dienstleistungen. Begeisterung, Vertrauen, Mut und Verantwortung prägen unsere Kultur. Wir setzen uns aktiv für ein inklusives Umfeld ein, das die Individualität jedes Einzelnen respektiert und unsere gemeinsamen Ziele stärkt.
Lead Business Consultant - Enterprise Data Management and Data Integration
SimCorpSimCorp provides integrated investment management solutions to clients in the global financial industry, aimed at empowering investment managers to make informe
Title: Lead Business Consultant - Enterprise Data Management and Data Integration Location: Toronto Job Description: time type Full time job requisition id R-211061 WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we’re saying, keep reading! WHY THIS ROLE IS IMPORTANT TO US At SimCorp, we facilitate the streamlining of investments, accounting, and operations for major global financial institutions. We do this through IT systems, processes, and financial knowledge. Implementing our software by way of high-quality projects is at the core of what we do. To introduce our software to our clients, business consultants are essential to us. In the role of Lead Business Consultant specializing in Data Management and Data Integration, your participation will be instrumental in the expansion of our market unit and in advancing the outcomes of our clients' projects. You will normally be working full-time on implementation projects, which require your special expertise in Data Management and Data Integration, and you will be responsible for all aspects of the project stream. You will act as an important sparring partner for your clients and effectively monitor, coordinate, and escalate issues as needed. WHAT YOU WILL BE RESPONSIBLE FOR - Responsibility for major parts of SimCorp One® implementation projects: You know the customer requirements and processes related to Investment Operations at banks, asset managers and insurers and outline solutions for optimal use of SimCorp One® - Close cooperation with the project manager and key role in developing projects to success - Gain understanding of Simcorp’s Global Standard Solutions and utilize them for project delivery - Key contact for our customers for all questions in connection with SimCorp One® - Instruct and mentor less experienced colleagues on the job - Contribute to improving best practices for implementation processes and promote topics across projects - Actively participate in know-how exchange with colleagues on an international level WHAT WE VALUE Most importantly, you can see yourself contributing and thriving in the position described above. How you gained the skills needed for doing that is less important. We expect you to have expertise at several of the following: - Previous experience as an (Implementation) Consultant for asset managers, asset owners, banks or consulting firms - Excellent know-how in at least two of the following areas: - Enterprise Data Management - Data Integration architecture, patterns and standards - WS*, REST API, JSON - XML, XSLT and other scripting languages like Phyton - Relational Databases: Oracle, SQL Server and/or ETL tools - C# or any other object-oriented language - Testing. E.g., Test-Driven Development, agile testing, test automation, test methodologies - System performance improvements - Continuous integration and delivery (CI/CD) - Experience working on software implementation projects in the financial industry. - Degree within Physics/Mathematics/Science/Engineering/Economics or Computer Science (advanced degree preferred) - Self-starter with a can-do mindset - Ability to manage assigned tasks and deliver the results on time - Have Excellent communication skills and proficiency in English – both oral and written - Basic understanding of financial industry/products and related workflows - Hands-on experience with SimCorp One® is a plus - Ability to travel to client’s site BENEFITS Attractive salary, bonus scheme, and pension are essential for any work agreement. However, in SimCorp we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide a good work and life balance: flexible working hours and a hybrid model. And opportunities for professional development: there is never just only one route - we offer an individual approach to professional development to support the direction you want to take. NEXT STEPS Please send us your application in English via our career site as soon as possible, we process incoming applications continually. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process. If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks. SimCorp welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Candidates who require accommodation during the recruitment process should contact the People & Culture team This position is for an active, existing vacancy. WHO WE ARE For over 50 years, we have worked closely with investment and asset managers to become the world’s leading provider of integrated investment management solutions. We are 4,000+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds. SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal opportunity employer and welcome applicants from all backgrounds, without regard to race, gender, age, disability, or any other protected status under applicable law. We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients. For Toronto only: The salary range for this position is $115,040 - $165,040 CAD. Base pay may vary based on factors such as years of experience, skills and qualifications. Additionally, employees are eligible for an annual discretionary bonus and benefits including health and dental care, time off and Group RRSP/TFSA. Please note: Only applications sent through our system will be processed. #Li-Hybrid Our hiring process uses AI‑enabled tools to support the screening and assessment of applications. All applicants are still reviewed by a skilled recruitment team. AI does not make hiring decisions. Human reviewers, who are trained to understand the limitations, potential risks, and possible biases associated with AI tools, evaluate all applications and AI‑assisted results before any decision is made. If you have questions about how your information is processed in detail, feel free to contact us.
Travel Consultant – Corporate International/Complex
ADTRAV Travel ManagementService Nonstop, anywhere on the globe.
• Answer calls and emails promptly from clients who are requesting new travel arrangements or changes to existing itineraries. • Utilize Sabre to book and issue airline, hotel, car, and other reservations, accurately and efficiently. • Maintain sufficient account knowledge to assist clients without delay. • Check queues daily to ensure accuracy and that all issued tickets are complete. • Maintain service non-stop programs such as preferred vendors, Waiver/Favors, RezCritiques, and Vacation Referrals. • Provide travel expertise to clients. • Send quotes for international travel; break rules down to see if there are restrictions or are non-refundable, understand open skies and FAA rules. • Meet KPIs as outlined by management (e.g., productivity, transactions, etc.), including maintaining consistent attendance and adherence to the schedule. • Communicate with airlines on flight changes, seating, and upgrades and provide updates to the client as needed. • Follow ADTRAV policies, procedures, and approved workflows on how to service travelers. • Provide excellent customer service in every interaction with travelers. Show empathy and be able to identify and solve traveler issues. • Communicate effectively with other agents and employees to solve problems, gather information, and service travelers. • Become knowledgeable in ADTRAV's industry and customer base. • Participate in ongoing training to continuously build knowledge and skills in the industry. • Represent ADTRAV by embracing the company values and maintaining effective working relationships with employees, partners, vendors, and clients. • Adhere to company policies and procedures. • Other duties as assigned.
